Product Analyst managing investment product strategy and development at RBC. Collaborating with internal teams on innovative projects and market analysis.
About the role
- Product Analyst in Advisory and Product Consulting team at LPL Financial. Responsible for creation of executive level reports and analyzing data to discover patterns or targeted segments.
Responsibilities
- Creation of Salesforce reporting to track lead generation and referral management
- Helping to track Salesforce activities and opportunities
- Engaging with the Platform, Marketing and Consulting teams on analyzing results of campaigns or warm leads
- Help create operational efficiencies within the administrative functions of the Sales team
Requirements
- Bachelor’s degree required
- Previous experience in a Sales Operations or Product Management role
- Enjoys working with data and is proficient in excel
- Experience using Salesforce for Reporting and Workflows
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
- competitive rewards package
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